This form is used to define a profile.

Description

• Profile: Identifier of the profile, unique in the application.
• Name: Name of the profile.
• Domain: Topic of the profile.
• Organization: Organization for which this profile was established.
• Standard: If checked, the profile is considered as Standard.
• Home screen: Format of the home screen for users having this profile; see Home screens.

The assignment of rights is done in two panes described below.

Read/write rights for functions and settings

Procedure to be followed for each module:

1. On the [Functions] tab, open the module represented by the folder by clicking on the expand symbol
   → The list of functions is displayed.
   
   
2. Select the function by clicking on the file icon,
   → The list of authorizations of the function is displayed on the [Authorizations] tab to the right of the form.
   • Inhibit/authorize an action: Select the authorization and check/uncheck the box, depending on whether you wish to authorize this action or not for users of this profile.
   • Forbid/authorize all actions of the function: Check/uncheck the checkbox in the header of the Authorization column. All the actions of the function undergo the same change.
   • Assign a setting value: Certain functions have corresponding settings. Go to the [Settings] tab in the pane to the right, then select the setting and enter the value.

Object status change rights

Procedure to be followed for each entity:

1. On the [Status workflow] tab, click on the entity for which status change rights are to be granted or removed.
2. Workflow / Workflow branch
   → Indicates the workflow branch for which authorizations are displayed. A simple workflow has only one branch which is displayed as default.
   → The status transitions pane is updated with the transitions valid for this object and the selected workflow branch.
   • Forbid/authorize a transition: Check/uncheck the box, depending on whether you wish to authorize this transition or not for users of this profile.
   • Forbid/authorize all transitions of the object: Check/uncheck the checkbox in the header of the Authorization column. All the transitions of the entity undergo the same change.

Possible actions according to object status

Procedure to be followed for each entity:

1. On the [Status workflow] tab, click on the entity for which status change rights are to be granted or removed.
   → The pane of status transitions is updated with the transitions valid for this object.
   
   
2. Go to the [Authorizations depending on status] tab.
      
   
3. If needed, choose the workflow branch to be configured (if there are several workflows for the entity)
       → The possible operations according to the status are displayed.
   
4. Uncheck the operations you wish to forbid.
   For example, by unchecking "Creation" for the "Validated" status of WO templates, you forbid the creation of WO templates directly with the "validated" status.